Tag Archive | "Probate"

120 Hot Tips in Estate, Trust & Probate Practice – Dec. 20

Here’s the formula for this enjoyable program: 24 presenters x 5 tips each = 120 Hot Tips in Estate, Trust and Probate Practice!

Don’t miss this popular, rapid-fire program, Chaired by Curtis E. Shirley, that brings you a wealth of valuable information packed into one convenient six hour program. Each presenter brings you 5 Hot Tips on their subject.

TOPICS:
5 Tips on The Dos and Don’ts of Will Preparation and Execution
5 Tips on Non-Probate Property
5 Tips on Just What Can You Do In Florida?  (Without a Florida Law License)
5 Tips on High Net Worth Clients
5 Tips on Business Exit Planning
5 Tips on the Duty to Account & Provide Information to Beneficiaries
5 Tips on Indiana’s ABLE Act
5 Tips on Estate Planning for Medicaid Benefits
5 Tips on Planning Considerations for Children Conceived After Death
5 Tips on Special Needs Trusts
5 Tips on Retirement Plans related to LTC, SNT, VA & Medicaid
5 Tips on Business Succession
5 Tips on Administrative Rule 9 in Probate Matters
5 Tips on “Farrago”: A Little Bit About A Lot!
5 Tips on Estate Administration
5 Tips on Estate Tax
5 Tips on Contested Guardianships
5 Tips on Estate Plans During & After Divorce
5 Tips on Designing Directed Trustee & Trust Protector Provisions
5 Tips on Creditor Notice & Claims
5 Tips on Will & Trust Drafting for Charitable Giving
5 Tips on Rights of Surviving Spouses
5 Tips on Probate Mediation
5 Tips on Seminal Cases in 2017

FACULTY:
Curtis E. Shirley – Chair
Law Office of Curtis E. Shirley, Indianapolis

Hon. Steven R. Eichholtz
Marion Superior Court, Probate Division, Indianapolis

Kevin M. Alerding
Ice Miller LLP, Indianapolis

John A. Cremer
Cremer & Cremer, Fishers

Ellen M. Deeter
Of Counsel, Dale & Eke Professional Corporation, Indianapolis

Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis

Peter H. Donahoe
Donahoe Irvin PC, Carmel

Robert W. Elzer
Faegre Baker Daniels LLP, Indianapolis

Sean J. Fahey
Hall, Render, Killian, Heath & Lyman, P.C., Indianapolis

Robert W. Fechtman
Fechtman Law Office, Indianapolis

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel

Brian C. Hewitt
Alerding Castor Hewitt LLP, Indianapolis

Jack G. Hittle
Church Church Hittle & Antrim, Noblesville

Ronald M. Katz
Katz Korin Cunningham, Indianapolis

Richard O. Kissel, II
Taft Stettinius & Hollister LLP, Indianapolis

Arlene Kline
Law Office of Arlene Kline, Indianapolis

Beth W. McIntire
The National Bank of Indianapolis, Indianapolis

Jessica L. Merkel
Bunger & Robertson, Bloomington

John M. O’Drobinak
O’Drobinak & Nowaczyk, P.C., Schererville

James A. Reed
Bingham Greenebaum Doll LLP, Indianapolis

Shawn M. Scott
Hall Koehler Scott P.C., Indianapolis

Tamatha A. Stevens
Stevens & Associates, PC, Indianapolis

John D. Wilson
Attorney, Indianapolis

Robert W. York
Robert W. York & Associates, Indianapolis
________________________

120 HOT TIPS IN ESTATE, TRUST & PROBATE PLANNING
6 CLE – Wednesday, December 20; 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

Posted in News0 Comments

Probate & Trust Litigation – Aug. 22

Probate & Trust Litigation – Aug. 22

TOPICS:
• Planning in Anticipation of a Contest, Controversy, or if There is a Difficult Asset

• Closely Held Businesses in Probate: Enforcing Redemption Agreements of Deceased Shareholders

• Structuring & Obtaining Court Approval of Settlement Agreements Under IC 29-1-9 & IC 30-4-7

• Fiduciary & Attorney Conflicts in Trust & Estate Litigation

• Will & Trust Contests

• Enforcing Beneficiary Designations (Life Insurance, IRAs, etc.)

• Species of Probate Claims: Defense, Prosecution, & Preemptive Planning

• Trustee Protection Issues & Techniques

• Contested Guardianships

• Estates & Mediation

• Common Evidentiary Mistakes in Probate Litigation
____________________

FACULTY:
John A. Cremer – Chair
Cremer & Cremer, Indianapolis

Michael P. Bishop
Cohen Garelick & Glazier, Indianapolis

Jeffrey S. Dible
Frost Brown Todd LLC, Indianapolis

Gregg S. Gordon
Dale & Eke, PC, McCordsville

Jarrell B. Hammond
Lewis Wagner, LLP, Indianapolis

Brian C. Hewitt
Alerding Castor Hewitt LLP, Indianapolis

Jonathan E. Lamb
Cremer & Cremer, Indianapolis

Gregory L. Padgett
Padgett Law, Indianapolis

Rodney S. Retzner
Krieg DeVault LLP, Carmel

Curtis E. Shirley
The Law Office of Curtis E. Shirley, Indianapolis

Nathan S. J. Williams
Shambaugh Kast Beck & Williams, LLP, Fort Wayne

Robert W. York
Robert W. York & Associates, Indianapolis
____________________

PROBATE & TRUST LITIGATION
6 CLE / .5 E – Tuesday, August 22; 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCASTS
– May Oberfell Lorber, Mishawaka
– DeFur Voran, Muncie
– Ice Miller, Indianapolis

LIVE INDIVIDUAL WEBCAST
– From your home or office computer

VIDEO REPLAY SEMINARS
– Available after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in News0 Comments

120 Hot Tips in Estate, Trust & Probate Practice, Dec. 21

5 TIPS ON…
• Scary Probate & Trust Litigation Engagements
• Non-Probate Property
• Planning for Medicaid
• High Net Worth Clients
• Guardianship Disputes
• Claims
• Estate Tax
• End of Life Choices
• “Farrrago”
• Estate Administration
• Drafting Recommendations
• Estate Plans in Divorce
• Fiduciary Income Tax
• Powers of Attorney
• Qualified Plans
• Business Succession
• Discretionary Distribution Provisions
• The ABLE Act
• Basic Reporting Rules
• Valuation Discounts
• Will & Trust Litigation
• Interviewing the Client
• 5 Cases of Note
• From the Bench
__________________________________

FACULTY:
Curtis E. Shirley – Chair
Law Office of Curtis E. Shirley, Indianapolis, IN

Hon. Steven R. Eichholtz
Marion Superior Court, Probate Division, Indianapolis, IN

Kevin M. Alerding
Ice Miller LLP, Indianapolis, IN

John A. Cremer
Cremer & Cremer, Indianapolis, IN

Ellen M. Deeter
Of Counsel, Dale & Eke Professional Corporation, Indianapolis, IN

Peter H. Donahoe
Donahoe Irvin PC, Carmel, IN

Robert W. Elzer
Faegre Baker Daniels LLP, Indianapolis, IN

Kent Emswiller
Emswiller, Williams, Noland & Clarke, PC, Indianapolis, IN

Sean J. Fahey
Hall, Render, Killian, Heath & Lyman, P.C., Indianapolis, IN

Robert W. Fechtman
Fechtman Law Office, Indianapolis, IN

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN

Jarrell B. Hammond
Lewis Wagner, LLP, Indianapolis, IN

Brian C. Hewitt
Alerding Castor Hewitt LLP, Indianapolis, IN

Jack G. Hittle
Church Church Hittle & Antrim, Noblesville, IN

Ronald M. Katz
Katz & Korin, PC, Indianapolis, IN

Richard O. Kissel, II
Taft Stettinius & Hollister LLP, Indianapolis, IN

Arlene Kline
Law Office of Arlene Kline, Indianapolis, IN

Beth W. McIntire
The National Bank of Indianapolis, Indianapolis, IN

Jessica L. Merkel
Bunger & Robertson, Bloomington, IN

John M. O’Drobinak
O’Drobinak & Nowaczyk, P.C., Schererville, IN

James A. Reed
Bingham Greenebaum Doll LLP, Indianapolis, IN

Shawn M. Scott
Hall Koehler P.C., Indianapolis, IN

Tamatha A. Stevens
Stevens & Associates, PC, Indianapolis, IN

John D. Wilson
Attorney, Indianapolis, IN

Robert W. York
Robert W. York & Associates, Indianapolis, IN
________________________________

120 HOT TIPS IN ESTATE, TRUST & PROBATE PRACTICE
6 CLE – Wednesday, December 21, 9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON SEMINAR
– ICLEF Conference Facility, Indianapolis

LIVE GROUP WEBCAST
– Reiling Teder & Schrier Law Office, Lafayette

LIVE INDIVIDUAL WEBCAST
– From your home of office computer

VIDEO REPLAY SEMINARS
– Available statewide after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

Posted in Highlighted Seminars0 Comments

York’s Top Ten Probate Decisions, With Practice Pointers – March 24

Bob York takes you through an excellent recap of 10 of the most significant Probate cases that occurred over the previous 12 months.  For each of the 10 cases, he will give you:  1) background and identify the principal issue(s) of the case;  2) the holding of the case;  and 3) a discussion of the case, including the impact it will have on estate/probate practices.  He will also give you valuable practice pointers.  Bob has done the research for you – so don’t miss it!!!

York’s Top Ten Probate Decisions, With Practice Pointers
1 CLE – Thursday, March 24,  12:15 P.M. – 1:15 P.M.

Live In-Person Seminar:
– ICLEF Conference Facility, Indianapolis

Live Individual Webcast:
– From your home or office computer

Posted in Sale/Featured Items0 Comments